Project scope
Categories
UI design UX design Project management Software development Artificial intelligenceSkills
business process communication project management customer data management software development user interface (ui) design customer relationship management33seven is seeking to enhance its existing Customer Relationship Management (CRM) system to better align with its business processes and improve user experience.
The current CRM lacks certain functionalities that are critical for efficient customer data management and streamlined communication.
The goal of this project is to customize and develop additional features within the CRM to address these gaps. Learners will apply their knowledge of CRM systems, software development, and user interface design to create a more intuitive and functional platform.
The project involves analyzing the current CRM setup, identifying areas for improvement, and implementing custom solutions that cater to the specific needs of 33seven. This project provides an opportunity for learners to engage in real-world CRM customization, enhancing their skills in software development and project management.
The deliverables for this project include a detailed report outlining the current CRM limitations and proposed enhancements, a prototype of the customized CRM features, and a final presentation demonstrating the implemented solutions.
Additionally, learners will provide documentation on the customization process and user guides for the new features. These deliverables will ensure that 33seven can seamlessly integrate and utilize the enhanced CRM functionalities.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
We at 33seven do 1 family business transition a month. You will more than likely do 1 or maybe 2 family business transitions in your lifetime. Doing 1 continuity plan a month gives us a unique insight into the pain points that business owners experience. Specializing in infinite banking, or what we like to call, The Tax Free Zone, we create and execute financial plans that will create more wealth for the next generations and allowing business owners to reduce their tax bills and reinvest back into their businesses.